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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,724 | $165,399-95.3% | $149,745-94.8% | $158,982-95.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.39% | 348.34%-316.9pp | 276.72%-245.3pp | 302.99%-271.6pp |
| Employer contribution / active EE | $1,199 | $5,105-76.5% | $4,646-74.2% | $4,763-74.8% |
| Participant deferral / active EE | $1,786 | $7,183-75.1% | $6,843-73.9% | $5,983-70.2% |
| Admin fee / account holder | $419 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |